Third Point (Dan Loeb) Q2 2018 Investor Letter

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About: PayPal Holdings, Inc. (PYPL), TPRE, Includes: ACP, ADRE, AIF, ANGL, ARDC, ARGT, BMLA, BRZU, BSJP, BZQ, CBND, CIF, CIK, CJNK, CORP, CSI, CWAI, DBBR, DBEM, DHG, DHY, DSU, EAD, EDBI, EDC, EDZ, EEM, EEME, EET, EEV, EMEM, EMF, EMLB, EMSA, ESGE, EUM, EWEM, EWZ, FALN, FBZ, FCOR, FEM, FHY, FLDR, FLN, FLQE, FPAC.U, GGM, HEEM, HIX, HYDB, HYG, HYIH, HYLB, HYLD, HYLS, HYT, HYUP, HYXE, IBD, IBDS, IEMG, IGEB, IGIH, ILF, IVH, JNK, JQC, JSD, KEMP, KIO, KLEM, LAQ, LBJ, LDF, LQD, MCI, MFEM, MHY, MLQD, MPV, MSF, NHS, PCF, PHF, PHT, PPEM, QLTA, RFEM, ROAM, SCHE, SJB, SPEM, UBR, UJB, USHY, USIG, VLT, VTC, VWO, WFHY, WFIG, XSOE
by: Fund Letters
Summary

Includes detailed analysis of Third Point's positions in PYPL.

Growth is where the value is.

Quarterly results and new equity strategy.

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